Civic Intelligence

Twenty Seventeen Charitable Tr

990PF • Fiscal year 2024 • EIN 82-6277095

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 06, 2025

Organization Profile
56 Parsonage StWinterport, ME 04496

(207) 632-9322

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

84th percentile

0.15x

Higher debt load relative to assets than 84% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

94th percentile

137%

Faster asset growth than 94% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

2753%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets84th percentile

Assets

Up

$21,654

Up $12,531 (+137%) from 2023

Net Assets

Up

$18,388

Up $9,595 (+109%) from 2023

Liabilities

Up

$3,266

Up $2,936 (+890%) from 2023

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin97th percentile

Revenue

Up

$10,957

Up $10,573 (+2753%) from 2023

Expenses

Down

$1,362

Down $729 (-35%) from 2023

Net Income

Up

$9,595

Up $11,302 (+662%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30K$20K$10K$0Assets 2018: $1Liabilities 2018: $02018Assets 2019: $1Liabilities 2019: $02019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $11,000Liabilities 2021: $1Net Assets 2021: $11,0002021Assets 2022: $10,500Liabilities 2022: $1Net Assets 2022: $10,5002022Assets 2023: $9,123Liabilities 2023: $330Net Assets 2023: $8,7932023Assets 2024: $21,654Liabilities 2024: $3,266Net Assets 2024: $18,3882024

Highlighted filing

2024

Assets$21,654
Liabilities$3,266
Net Assets$18,388
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15K$10K$5.0K$0-$5.0KRevenue 2018: $1Expenses 2018: $0Net Income 2018: $12018Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $11,000Expenses 2021: $0Net Income 2021: $11,0002021Revenue 2022: $1Expenses 2022: $500Net Income 2022: -$4992022Revenue 2023: $384Expenses 2023: $2,091Net Income 2023: -$1,7072023Revenue 2024: $10,957Expenses 2024: $1,362Net Income 2024: $9,5952024

Highlighted filing

2024

Revenue$10,957
Expenses$1,362
Net Income$9,595
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 6, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARY O'ROAKFounderPT$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGOOD SHEPHERD FOOD BANKSUPPORT OF OPERATIONSNCAUBURN, ME, US$500
Filing and Contact Details

Filer

Filer Name
Twenty Seventeen Charitable Trust
EIN
82-6277095
Phone
2076329322
Address
56 PARSONAGE ST, WINTERPORT, ME 04496

Signing Officer

Name
MARY M O'ROAK
Title
Founder
Phone
2076329322
Signed
2025-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Carle & Associates Pllc
Address
45 WHITE PINE ROAD, HERMON, ME 04401
Preparer
Brian M Carle
Phone
2079922090
Raw XML Appendix325 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03 SH CROWN CASTLE INCORPORATED
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc410 SH NVIDIA CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc510 SH VERIZON COMMUNICATIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc640.282 SH AMERICAN BEACON AHL MANAGED FUTURES STRGY FD
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc866 SH MELCO RESORTS & ENTMNT LIMITED
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MARY O'ROAK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt056 PARSONAGE ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WINTERPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0ME
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd004496
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum02076329422
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTION TO GOOD SHEPHERD FOOD BANK
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0500
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MARY O'ROAK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT OF OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GOOD SHEPHERD FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0AUBURN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0ME
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0471
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt029
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0500
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt029
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt029
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt029
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt029
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JARED O'ROAK
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WINTERPORT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0ME
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd004496
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0330
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt03266
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0862
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ACCOUNT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0862
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY M O'ROAK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FOUNDER
ReturnHeader/BusinessOfficerGrp/PhoneNum02076329322
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TWENTY SEVENTEEN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TWEN
ReturnHeader/Filer/EIN0826277095
ReturnHeader/Filer/PhoneNum02076329322
ReturnHeader/Filer/USAddress/AddressLine1Txt056 PARSONAGE ST
ReturnHeader/Filer/USAddress/CityNm0WINTERPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ME
ReturnHeader/Filer/USAddress/ZIPCd004496
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471344761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARLE & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt045 WHITE PINE ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HERMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0ME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd004401
ReturnHeader/PreparerPersonGrp/PhoneNum02079922090
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIAN M CARLE
ReturnHeader/ReturnTs02025-08-07T10:22:53-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$21,654
Liabilities
$3,266
Net assets
$18,388
Revenue
$10,957
Expenses
$1,362
Net income
$9,595
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.7$3.27$18.4$11.0$1.36$9.60
2023Detailed filing. Detailed filing data is available for this year.$9.12$0.33$8.79$0.38$2.09$1.71
2022Detailed filing. Detailed filing data is available for this year.$10.5$0.00$10.5$0.00$0.50$0.50
2021Detailed filing. Detailed filing data is available for this year.$11.0$0.00$11.0$11.0$0.00$11.0
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00